Customized Solutions to Fit Your Needs As a Business and Business Owner

Save for your future and maximize tax benefits

Plans provided:

Most plans cost less than $100 to set up and can be opened within a few weeks with simple and easy to follow paperwork that we will guide you through.

Easy and affordable setup

Every business is different and often requires someone to go to bat for you to maximize the benefits for your specific situation. We first listen to your needs as a business and an owner then design a customized solution that is right for you.

CUSTOMIZED ADVICE

If you would like, we can bundle our individual financial planning services with your small business retirement plan to offer a more comprehensive solution to you and your people.

additional services can be included for free

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Fortis Capital Management LLC (“Fortis”) is registered as an investment adviser in Washington, California and Texas. Numerous Fortis clients reside in other states in which Fortis is exempt from registration. Fortis will not provide investment advice for compensation or affect transactions in securities in any state in which it is not registered or exempt from registration.